At a glance
- are aiming to achieve a return above inflation but, more importantly, are concerned about losing money over a 5 year period,
- understand the return achieved by the portfolio may be significantly higher or lower than its objective,
- understand that the portfolio's asset allocation will change significantly over time, and
- want to manage investment risk by diversifying across asset classes and strategies.
The measure of inflation is the Consumer Price Index, calculated by the Australian Bureau of Statistics
Minimum suggested time to invest
5 to 7 years